Business Details
45 Years
experience
Your Trusted Partner for Financial Advisory Solutions
Founded in 1981, Nottingham Advisors has established itself as a trusted SEC-registered investment advisory firm headquartered in Buffalo, NY. As a key component of Community Bank Systems' Wealth Management Group since 2000, we manage $4.9 billion in assets under management and advisement. Our fiduciary-focused approach combines global market expertise with personalized service, delivering customized investment solutions for individuals, financial advisors, and institutional clients.With a team of CFA charterholders and certified professionals, we employ dynamic asset allocation models through separately managed accounts, emphasizing transparency, risk management, and client-centric service. Our commitment to industry standards is demonstrated through GIPS compliance and a 20-year performance track record. The introduction of our mobile dashboard, goNottingham, enhances client accessibility while maintaining our core values of integrity and service excellence.
Services
Private Client Services
Financial Advisor Partnerships
Outsourced CIO Solutions
Institutional Investment Management
Core-Satellite Asset Allocation
ETF Management
Portfolio Customization
Risk Management Strategies
Fiduciary Consulting
Market Insights
Details
- Year established: 1981
Highlights and features
- We are SEC-registered investment advisers with 40+ years of experience
- Our team includes 5 CFA charterholders with specialized expertise
- We employ a proven core-satellite asset allocation strategy
- We offer outsourced CIO solutions for financial advisors
- We provide real-time portfolio access through our mobile dashboard
Associations and certifications
- Global Investment Performance Standards (GIPS)
Services
Private Client Services
We create customized investment portfolios for individuals, focusing on long-term financial goals. Our approach combines strategic asset allocation with personalized risk management. Clients benefit from transparent reporting and direct access to portfolio managers.
Outsourced CIO Solutions
We provide comprehensive investment management for financial advisors and institutions. Our OCIO services include portfolio construction, manager selection, and risk oversight. This allows partners to focus on client relationships while we handle investment expertise.
Institutional Investment Management
We offer tailored investment strategies for pension plans, endowments, and foundations. Our liability-driven investing approach balances risk and return objectives. Services include asset allocation, performance monitoring, and fiduciary support.
ETF Portfolio Management
We specialize in ETF-based portfolio construction using both passive and active management. Our core-satellite approach optimizes cost efficiency while seeking alpha generation. We provide ongoing due diligence and tax-efficient implementation.
Fiduciary Consulting
We offer fiduciary oversight aligned with ERISA and SEC regulations. Our services include IPS development, risk management, and committee education. We ensure compliance while maintaining focus on long-term investment objectives.
People
Charles Perrillo, Jr.
CFP
With extensive experience in financial planning, Charles provides comprehensive wealth management solutions. He focuses on creating personalized strategies that align with clients' long-term financial goals.
Matthew Krajna
CFA
As a Chartered Financial Analyst, Matthew leads investment strategy development. He specializes in portfolio construction and market analysis, bringing deep expertise in asset allocation and risk management.
Timothy Calkins
CFA
Timothy serves as Co-Chief Investment Officer, overseeing investment research and strategy implementation. He has particular expertise in institutional portfolio management and market dynamics.
Nicholas DiRienzo
CFA
As Senior Portfolio Manager, Nicholas focuses on portfolio construction and manager selection. He brings specialized knowledge in investment analysis and client portfolio customization.
Michael Skrzypczyk
CFA
Michael serves as Senior Portfolio Manager with expertise in investment strategy and portfolio management. He works closely with clients to develop tailored investment solutions that meet specific objectives.
Questions
Why should I choose Nottingham Advisors?
We offer personalized investment solutions with a fiduciary focus, combining 40+ years of experience with a client-first approach.
What are exchange-traded funds (ETFs)?
ETFs are investment funds traded on stock exchanges that offer diversified exposure to various asset classes with intraday liquidity.
What asset allocation framework do you use?
We employ a core-satellite approach with 80% strategic core holdings and 20% tactical satellite positions for optimized risk-return profiles.
Do you offer institutional investment services?
Yes, we provide customized investment management for pension plans, endowments, foundations, and other institutional clients.
What is your minimum account size?
We require a minimum account size of $100,000 for individual investment management services.
Are you a fiduciary?
Yes, as an SEC-registered investment adviser, we have a fiduciary duty to act in our clients' best interests at all times.
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